R. Keith Dooley, CPA/PFSOwner
Phone: 803-359-3900 Keith has more than 25 years of experience in the financial services industry and is a Certified Public Accountant who has earned his personal financial specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS designation is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in his field. Keith has been with Carolina Wealth Management, LLC since its inception and works out of its administrative office in Lexington as well as from the office of Dooley and Company,LLP in the Five Points area of Columbia. His areas of focus include retirement income planning for current retirees, retirement savings planning, estate planning, wealth accumulation and transfer planning, and tax-sensitive investment. In addition to securities and investments Keith is also licensed in South Carolina to offer life, health, disability, and long term care insurance to both individuals and businesses. To schedule an appointment with Keith, please call (803) 359-3800.
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468 Old Cherokee Rd. Phone: 803-359-3800 |
Securities and advisory services offered through registered representatives and investment adviser representatives of Walnut Street Securities, Inc. (WSS), Member FINRA/SIPC. Representatives of WSS do not provide tax or legal advice. WSS branch office located at: 468 Old Cherokee Road, Lexington, SC 29072. (803) 359-3800. Carolina Wealth Management, LLC and WSS are not affiliated. Securities licensed in the following states: AZ,CO,CT,GA,IN,MA,MD,MI,MN,MO,NC,ND,NJ,NY,OH,PA,SC,VA,WI. Not all reps are registered in all states.
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